NetScout (NTCT) reported fiscal Q2 ’26 results well above our estimates and consensus. The strong performance was attributable to the acceleration of certain deal closures, including an eight-figure order from a government customer, originally expected to occur later in the year.
Read MorePeraso (PRSO) reports Q3 ’25 results on Monday, November 10, after the market closes. Between a large non-recurring engineering deal secured early in the quarter and continued momentum with network equipment suppliers targeting the fixed wireless access (FWA) market, we think visibility into the company’s Q3 performance is relatively high.
Read MoreWe met with DHI Group’s (DHX) CEO Art Zeile at the LD Micro Main Event Investor Conference last week. Top of mind for us was the impact of the government shutdown on ClearanceJobs.
Read MoreYesterday morning, Mobix Labs (MOBX) pressed forward in its quest to acquire Peraso (PRSO), proposing to acquire the company for $1.30 per share in an all-cash transaction.
Read MoreIn its latest salvo to buy Peraso (PRSO), Mobix Labs (MOBX) formally announced plans to commence a hostile exchange offer to acquire all outstanding shares of Peraso.
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